Client Services

Lloyd & Associates offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Specialization & Services

Fee Accounting & Consulting

• Monthly, Quarterly or Annual Fee Accounting Services

• Asset Management accounting and consulting, including Budgeting

• Maintain complete General Ledger on or off-site, including subsidiary ledgers

• Bank Reconciliations

• Capital Fund Budgeting, Monitoring and Reporting

• Operating Subsidy

• Training of new Finance Personnel, including Director of Finance/CFO

• Voucher Management System (VMS) submissions and monitoring

• Payroll utilizing Housing Authorities software

• Fixed Asset Control and Management

• Investment registers and monitoring

• Accounting Services performed in accordance with all HUD regulations and guidance; GAAP and GASB.